Managing Incoming Information in an Advancing Request
After sending an advancing request, the bell icon in the top bar will notify you when a participant adds information. This article explains how to review, update, and manage the incoming information.
Table of Contents
1. Accessing the Advancing Request
2. Reviewing and Editing Information
3. Approve, Decline, or Add to Event
4. Mail Reminders and Report PDF
1. Accessing the Advancing Request
Click on the bell icon.
Select the advancing request you want to work on.
2. Reviewing and Editing Information
The fields in the advancing request will show all requested information, organized by fields that contain data first.
For each field, you can view the information added by participants. To add or edit information, click on the Edit Information button below the field. After making changes, click Save to update the information directly in the request. No further save action is required.
3. Approve, Decline, or Add to Event
You have three options for managing incoming information:
Approve: Approving a field adds the information to all linked events and closes the field. Participants can no longer edit the field, and the information will be visible on the Report PDF.
Add to Event: This option allows you to communicate the information to the event without closing the field. The data will be visible to your artist and crew but can still be updated.
Decline: If the information is insufficient or incomplete, you can decline the field. A popup will appear where you can explain what is missing. A comment with the status Declined will be added to the field, providing feedback for participants.
4. Mail Reminders and Report PDF
Reminder: If you still need more information, click Send Reminder to notify participants. You can add a general comment in the popup, which will appear in the email.
Report PDF: Once the request is complete, you can send the Report PDF to all participants. Click Send Report and add a comment in the popup to include in the email.
